Oxford Financial Group LTD. LLC Invests $565,000 in The TJX Companies, Inc. $TJX

Oxford Financial Group LTD. LLC acquired a new position in The TJX Companies, Inc. (NYSE:TJX) during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 3,732 shares of the apparel and home fashions retailer’s stock, valued at approximately $565,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna grew its stake in TJX Companies by 120.3% in the 4th quarter. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna now owns 163 shares of the apparel and home fashions retailer’s stock worth $25,000 after buying an additional 89 shares in the last quarter. Entrust Financial LLC purchased a new stake in shares of TJX Companies during the 4th quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new stake in shares of TJX Companies during the 4th quarter worth $26,000. IMG Wealth Management Inc. lifted its holdings in shares of TJX Companies by 65.7% during the 4th quarter. IMG Wealth Management Inc. now owns 174 shares of the apparel and home fashions retailer’s stock worth $27,000 after acquiring an additional 69 shares during the last quarter. Finally, Joseph Group Capital Management purchased a new position in TJX Companies in the fourth quarter worth $27,000. 91.09% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director Jackwyn Nemerov sold 957 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $168.59, for a total transaction of $161,340.63. Following the completion of the transaction, the director owned 802 shares in the company, valued at $135,209.18. This represents a 54.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Ernie Herrman sold 10,002 shares of the firm’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $160.68, for a total value of $1,607,121.36. Following the completion of the sale, the chief executive officer directly owned 514,848 shares of the company’s stock, valued at $82,725,776.64. The trade was a 1.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 130,367 shares of company stock valued at $20,959,476 in the last 90 days. 0.15% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Morgan Stanley set a $178.00 target price on TJX Companies and gave the company an “overweight” rating in a research note on Thursday. Citigroup cut TJX Companies from a “buy” rating to a “neutral” rating and cut their price objective for the stock from $182.00 to $154.00 in a report on Thursday. Gordon Haskett reiterated an “accumulate” rating and set a $155.00 price objective on shares of TJX Companies in a research report on Thursday. Wells Fargo & Company decreased their price objective on TJX Companies from $160.00 to $140.00 and set an “equal weight” rating on the stock in a report on Thursday. Finally, Robert W. Baird boosted their target price on TJX Companies from $172.00 to $175.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, TJX Companies currently has an average rating of “Moderate Buy” and an average price target of $173.89.

TJX Companies News Summary

Here are the key news stories impacting TJX Companies this week:

• Positive Sentiment: TJX reported second-quarter adjusted EPS of $1.22, above the roughly $1.19 analyst consensus, while sales rose 5.4% year over year to $15.18 billion. Consolidated comparable sales increased 4%, margins improved and management raised its fiscal 2027 adjusted EPS outlook to $5.15-$5.20. TJX Q2 FY27 Results
• Positive Sentiment: Management raised its long-term store target to approximately 7,500 locations and highlighted stronger comparable-sales trends at HomeGoods, Canada and International operations. Several analysts, including BTIG and Gordon Haskett, maintained bullish or positive ratings, arguing that the selloff could create an attractive entry point. Analyst view on TJX
• Neutral Sentiment: Analysts are divided on the outlook. UBS views the Marmaxx weakness as largely isolated and sees a favorable setup if execution improves, while Wells Fargo lowered its price target to $140 and Citi downgraded TJX to Neutral because the stock’s valuation leaves less room for operational disappointment. Citi downgrade
• Negative Sentiment: Marmaxx, which includes TJ Maxx and Marshalls and represents TJX’s largest division, posted only 1% comparable-sales growth, well below the 6%-7% gains elsewhere. Management attributed the shortfall to merchandise-mix and execution mistakes, but analysts also cited tougher competition and consumers’ resistance to further price increases. TJX merchandising missteps
• Negative Sentiment: Investors questioned the quality of the earnings beat because second-quarter results included an estimated $0.14-per-share benefit from tariff refunds. The market also reacted negatively to cautious near-term guidance and concerns that weakening consumer spending could pressure future growth. Rising bond yields, oil prices and renewed inflation fears added to the selling pressure across retailers. TJX earnings reaction

TJX Companies Stock Performance

Shares of NYSE:TJX opened at $140.76 on Friday. The company has a market cap of $155.50 billion, a price-to-earnings ratio of 26.02, a price-to-earnings-growth ratio of 3.12 and a beta of 0.62. The company has a 50-day moving average price of $156.18 and a 200-day moving average price of $156.75. The company has a current ratio of 1.15, a quick ratio of 0.54 and a debt-to-equity ratio of 0.18. The TJX Companies, Inc. has a 12 month low of $134.74 and a 12 month high of $170.00.

TJX Companies (NYSE:TJX) last posted its earnings results on Wednesday, August 19th. The apparel and home fashions retailer reported $1.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.19 by $0.03. The company had revenue of $15.18 billion for the quarter, compared to analysts’ expectations of $15.16 billion. TJX Companies had a return on equity of 56.56% and a net margin of 9.73%.TJX Companies’s quarterly revenue was up 5.4% on a year-over-year basis. During the same period last year, the firm earned $1.10 earnings per share. TJX Companies has set its FY 2027 guidance at 5.150-5.200 EPS and its Q3 2027 guidance at 1.360-1.380 EPS. As a group, equities analysts anticipate that The TJX Companies, Inc. will post 5.18 EPS for the current year.

TJX Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 13th will be issued a $0.48 dividend. The ex-dividend date is Thursday, August 13th. This represents a $1.92 annualized dividend and a yield of 1.4%. TJX Companies’s dividend payout ratio (DPR) is 37.28%.

TJX Companies Profile

TJX Companies, Inc is a leading off-price retailer of apparel, footwear, home fashions and other consumer goods. The company operates multiple retail concepts that offer discounted brand-name and designer merchandise, including well-known banners such as T.J. Maxx and Marshalls in the United States, HomeGoods for home furnishings, TK Maxx in parts of Europe, and Winners and Homesense in Canada. Merchandise categories span women’s, men’s and children’s apparel, accessories, beauty, home décor, kitchenware and small furniture, with frequent changes in assortment that create a “treasure-hunt” shopping experience for consumers.

The company’s business model centers on opportunistic buying, purchasing excess, irregular or out-of-season inventory from manufacturers, department stores and other suppliers, and passing savings to customers through lower prices.